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Compare DGSM vs. RBTZ
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Dimensional Global Small Company - Active ETF (DGSM) and the Betashares Global Robotics and Artificial Intelligence ETF (RBTZ). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 524 |
Median incremental investment | $2,399.80 | $763.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,361.90 | $1,520.00 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | RBTZ | |
|---|---|---|
Strategy | DGSM.AX was created on 2000-08-21 by Dimensional. The fund's investment portfolio concentrates primarily on small cap equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies associated with approved developed markets (excluding Australia). | RBTZ.AX was created on 2018-09-12 by BetaShares. The fund's investment portfolio concentrates primarily on theme equity. RBTZ.AX aims to track the performance of an index (before fees and expenses) that includes global companies involved in the production or use of robotics and artificial intelligence (A.l.) products and services. |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | NVIDIA CORP (11.60 %) ABB LTD (8.79 %) FANUC CORP (7.94 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (57.92 %) Information Technology (25.64 %) Health Care (7.12 %) |
Top 3 countries | United States (47.60 %) Japan (30.01 %) Switzerland (11.60 %) | |
Management fee | 0.647 % | 0.57 % |
Key Summary
DGSM | RBTZ | |
|---|---|---|
Issuer | Dimensional | BetaShares |
Tracking index | Indxx Global Robotics & Artificial Intelligence Thematic Index | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.57 % |
Price | $36.30 | $15.15 |
Size | N/A | $330.579 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.43 % | 2.65 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 14/09/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | RBTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 11 | 524 |
Median incremental investment | $2,399.80 | $763.50 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $11,361.90 | $1,520.00 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | RBTZ | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | RBTZ |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |